SDTPX Mutual Fund Analysis & Holdings | MarketXLS

SDTPX Mutual Fund

NAV$10.22

AUM$97,854.65

Holdings2

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SDTPX Mutual Fund

NAV$10.22

Potomac Tactically Passive Fund Class R

AUM$97,854.65

Holdings2

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare SDTPX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings SDTPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

SDTPX Mutual Fund Overlap Analysis

SDTPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

SDTPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 2 holdings, SDTPX may share significant positions with broad-market funds.

SDTPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SDTPX tax-loss harvesting finds highly correlated but non-identical funds.